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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,248 | $167,352+111.1% | $143,788+145.7% | $134,509+162.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.32% | 0.47%-14.8pp | -0.03%-14.3pp | 418.13%-432.5pp |
| Employer contribution / active EE | $2,038 | $5,620-63.7% | $4,952-58.8% | $4,741-57.0% |
| Participant deferral / active EE | $6,068 | $6,447-5.9% | $5,638+7.6% | $6,400-5.2% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |